MarketPulse

AI accelerators

24 articles
The Motley FoolThe Motley Fool··Will Healy

Will Nvidia Stock Survive an AI Slowdown? Analyst Says Downside Risk is Contained

Analysis suggests Nvidia stock downside limited to 20% if AI growth slows, citing massive market cap and attractive valuation multiples.
NVDAMSFTGOOGGOOGLvaluationAI accelerators
The Motley FoolThe Motley Fool··Anders Bylund

Markets Surge on AMD's AI Boom: Semiconductor Sector Rallies as Oil Plunges

AMD's blowout earnings triggered a 17.5% stock surge, lifting the S&P 500 1.3% and Nasdaq-100 1.7%. Nvidia gained 5.3%, while oil dropped 6% on Iran peace negotiations reports.
NVDAAMDsemiconductor stocksS&P 500
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Ambarella CEO Fermi Wang Wins Inaugural IEEE Video Analytics Award

IEEE honors Ambarella's Dr. Fermi Wang with inaugural 2026 Arun N. Netravali Award for transformative contributions to video technology and AI systems.
AMBAsemiconductorAI accelerators
BenzingaBenzinga··Erica Kollmann

SanDisk Soars 426% in 2026, Crushing Nvidia With 45x April Returns

SanDisk surges 426% YTD, becoming S&P 500's top performer, vastly outpacing Nvidia's 6.4% gain as investors rotate toward memory and storage plays.
NVDASNDKmarket rotationAI accelerators
BenzingaBenzinga··Anusuya Lahiri

Applied Materials Bolsters AI Chip Strategy With NEXX Acquisition From ASMPT

Applied Materials acquires NEXX from ASMPT to expand AI chip packaging capabilities. Stock gains 0.47% premarket ahead of May 2026 earnings.
AMATASMVYearningstechnical analysis
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Applied Materials Acquires NEXX to Strengthen AI Chip Packaging Leadership

Applied Materials acquires NEXX from ASMPT to expand advanced packaging equipment portfolio for AI chip manufacturers using chiplet designs and large substrates.
AMATASMVYacquisitionAI accelerators
The Motley FoolThe Motley Fool··Keithen Drury

Broadcom Emerges as Custom AI Chip Challenger With $100B Revenue Ambitions

Broadcom projects $100 billion custom AI chip revenue by 2027 from $8.4 billion, driven by 140% YoY Q1 growth as hyperscalers abandon Nvidia reliance.
NVDAAVGOhyperscalersrevenue growth
The Motley FoolThe Motley Fool··Adam Levy

Musk's $20B Terafab Venture Eyes Chip Market, But TSMC's Moat Remains Intact

SpaceX and Tesla launch Terafab with $20B to produce advanced 2nm chips. Analysts see minimal near-term threat to TSMC's dominance despite ambitions.
TSMTSLAINTCcapital expenditureAI accelerators
The Motley FoolThe Motley Fool··Joe Tenebruso

Broadcom Surges on Meta AI Chip Partnership, Solidifying AI Infrastructure Play

Broadcom stock surged 4.19% after announcing a multiyear partnership with Meta to co-design custom AI accelerator chips, strengthening its position in the competitive AI infrastructure market.
NVDAAMDMETAAVGOdata centersAI accelerators
Investing.comInvesting.com··Jesse Cohen

Three AI Powerhouses Primed for Explosive 50%+ Growth as Earnings Season Nears

Broadcom, Palantir, and Credo Technology project 50%+ revenue and EPS growth, underscoring robust AI infrastructure demand and enterprise adoption momentum ahead of earnings season.
SPYQQQPLTRAVGOCRDOdata centersrevenue growth
The Motley FoolThe Motley Fool··Will Healy

Nvidia's $4.6T Market Cap May Limit Growth Investor Returns Despite AI Dominance

Nvidia's $4.6T market cap limits growth potential despite 65% revenue growth; doubling more realistic than 10x returns.
NVDAMUCRWVAI chipsrevenue growth
BenzingaBenzinga··Erica Kollmann

Broadcom Surges on Landmark AI Infrastructure Deals With Google, Anthropic

Broadcom secures major AI infrastructure deals with Google and Anthropic, with stock rising 2.57% on commitment through 2031 and 3.5 gigawatts of compute capacity allocation.
GOOGGOOGLAVGOdata centersstrategic partnership
The Motley FoolThe Motley Fool··Will Healy

Nvidia vs. CoreWeave: Which AI Stock Offers Better Risk-Adjusted Returns?

Nvidia dominates AI chips but faces valuation headwinds at $4.3T market cap. CoreWeave's 167% revenue growth offers higher upside but carries $21B debt risks.
NVDACRWVcloud infrastructureAI accelerators
The Motley FoolThe Motley Fool··Justin Pope

Micron's AI Boom Rivals Nvidia's Rise, But Valuation Math Demands Caution

Micron Technology experiences AI-driven explosive growth with $23.8B quarterly sales, trading at 7x 2026 earnings with 90% expected growth, though supply normalization poses risks.
NVDAMUGOOGGOOGLvaluationearnings growth
The Motley FoolThe Motley Fool··James Hires

OpenAI Joins Broadcom's Custom Chip Revolution, Threatening Nvidia's AI Dominance

OpenAI partners with Broadcom on custom AI chips, signaling defection from Nvidia. Broadcom projects $8.2B AI revenue by 2026, validating shift toward proprietary semiconductor solutions.
NVDAAMDGOOGGOOGLAVGOAI acceleratorscustom chips
The Motley FoolThe Motley Fool··Trevor Jennewine

Billionaires Dump Nvidia While Wall Street Backs AI Chip Leader

Billionaire hedge fund managers sell Nvidia, buy Micron, bucking Wall Street consensus favoring Nvidia's sustainable AI growth over Micron's temporary supply-driven earnings boom.
NVDAMUGOOGGOOGLvaluationearnings growth
The Motley FoolThe Motley Fool··Adria Cimino

Broadcom Eyes Nvidia's Throne With Custom AI Chips and $100B Revenue Target

Broadcom accelerates AI ambitions with custom XPU chips and 100%+ revenue growth to $8.4B, targeting $100B+ in AI revenue by 2027.
NVDAMETAGOOGGOOGLAVGOAI chipsrevenue growth
The Motley FoolThe Motley Fool··Will Healy

AMD Emerges as AI Powerhouse With MI450 Chip, Meta Deal Validating Challenge to Nvidia

AMD challenges Nvidia with MI450 chip and Meta partnership, projecting 35% revenue growth at attractive 31x forward P/E valuation.
NVDAAMDMETAINTCvaluationAI accelerators
The Motley FoolThe Motley Fool··Harsh Chauhan

Two AI Powerhouses to Hold Through 2035: TSMC and Palantir Lead the Race

TSMC and Palantir emerge as two essential AI holdings through 2035, with TSMC's chip-making dominance and Palantir's enterprise software platform both positioned for substantial long-term growth.
TSMPLTRartificial intelligenceAI adoption
GlobeNewswire Inc.GlobeNewswire Inc.··Na

Adeia and UMC Deepen Hybrid Bonding Partnership to Capitalize on AI-Driven Chiplet Boom

Adeia and UMC expand IP licensing partnership, granting UMC access to hybrid bonding and 3D integration technologies crucial for AI-driven chiplet architectures.
ADEAUMCsemiconductorAI accelerators